EAM

Empirical Asset Management Portfolio holdings

AUM $355M
1-Year Est. Return 21.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$323M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$1.07M
3
+$1M
4
AMGN icon
Amgen
AMGN
+$899K
5
CB icon
Chubb
CB
+$857K

Top Sells

1
+$907K
2
+$810K
3
+$798K
4
MET icon
MetLife
MET
+$797K
5
GRMN icon
Garmin
GRMN
+$793K

Sector Composition

1 Technology 16.83%
2 Financials 8.14%
3 Consumer Discretionary 5.7%
4 Communication Services 4.01%
5 Healthcare 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.34M 0.72%
76,899
+2,552
27
$2.28M 0.7%
5,366
28
$2.27M 0.7%
14,262
-46
29
$2.25M 0.7%
20,876
+1,271
30
$2.11M 0.65%
59,627
+1,085
31
$2.1M 0.65%
2,340
+991
32
$2.05M 0.63%
2,891
+294
33
$2.04M 0.63%
36,145
-880
34
$2.01M 0.62%
6,891
+17
35
$2M 0.62%
20,472
+131
36
$1.9M 0.59%
8,819
+1,057
37
$1.83M 0.57%
13,680
+940
38
$1.79M 0.55%
21,454
+31
39
$1.76M 0.54%
16,030
+11
40
$1.72M 0.53%
5,109
41
$1.71M 0.53%
17,217
+327
42
$1.69M 0.52%
14,716
+215
43
$1.66M 0.51%
8,499
+224
44
$1.65M 0.51%
11,521
+28
45
$1.65M 0.51%
13,039
-536
46
$1.63M 0.5%
4,580
+423
47
$1.62M 0.5%
56,526
+913
48
$1.62M 0.5%
29,809
+367
49
$1.6M 0.49%
36,467
+911
50
$1.56M 0.48%
5,485
1
2
3 4 5